Investor Presentation Library Early Career (Ages 20-34)

Resources to help guide your clients through various life stages.

A young Black woman with a white man looking together at a readout

For these investors, retirement may seem far off, but it’s still important for them to start saving. You can help by providing strong foundational guidance and education on debt, mortgages, and family finances, putting them on a firm footing while establishing relationships as they begin to accumulate wealth.

6 G’s of Money I Wish I had known When I was Growing Up

Provides inspirational financial life lessons in a way designed to engage young adults.

Achieving Financial Goals

Helps investors understand the steps needed to successfully accomplish key life milestones, including retirement, college savings, establishing an emergency fund, managing debt, and handling competing priorities.

Building Generational Wealth

Provides best practices on financial matters and can be tailored to highlight insights on diverse investors, including African American, Asian American, LatinX and LGBTQ+ investors.

Finding and Funding Your Why

Inspires women investors to become more engaged in their finances. Helps women consider their financial desires and goals, and how to build a plan to get there despite the obstacles women often face.

How Successful Families Approach Money

Explores family dynamics around finances, providing insights into why it can be difficult to connect. We also share three keys to less stress when communicating with family members about money.

An Intro to ESG: Seeing the World Through a Different Lens

Explains the basics of Environmental, Social and Governance (ESG) investing and how individuals can incorporate ESG into their priorities.

Presentation

Email Invitation

Coming soon:

Handout

Planning for Retirement Health Care Costs Using HSAs

Provides an overview of what health care costs retirees can expect, and how Health Savings Accounts (HSAs) can help them save for future costs.

Presentation

Handout

Coming soon:

Email Invitation

Speaking of Markets

Describes the current market conditions for equities and bonds, and how investors can prepare their portfolios for what’s ahead with the help of a financial professional.

202301-2672807

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